AdvicePeriod’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $14.1M | Buy |
163,550
+9,376
| +6% | +$808K | 0.92% | 25 |
|
|
2021
Q1 | $13.3M | Buy |
154,174
+16,141
| +12% | +$1.39M | 0.94% | 25 |
|
|
2020
Q4 | $11.9M | Buy |
138,033
+4,915
| +4% | +$425K | 0.92% | 27 |
|
|
2020
Q3 | $11.5M | Buy |
133,118
+42,225
| +46% | +$3.65M | 1.04% | 23 |
|
|
2020
Q2 | $7.87M | Buy |
90,893
+10,569
| +13% | +$915K | 0.86% | 30 |
|
|
2020
Q1 | $6.96M | Buy |
80,324
+5,499
| +7% | +$477K | 0.73% | 37 |
|
|
2019
Q4 | $6.33M | Buy |
74,825
+21,591
| +41% | +$1.83M | 0.55% | 36 |
|
|
2019
Q3 | $4.52M | Buy |
53,234
+3,468
| +7% | +$294K | 0.42% | 42 |
|
|
2019
Q2 | $4.22M | Buy |
49,766
+10,367
| +26% | +$879K | 0.39% | 43 |
|
|
2019
Q1 | $3.31M | Sell |
39,399
-3,034
| -7% | -$255K | 0.32% | 46 |
|
|
2018
Q4 | $3.55M | Sell |
42,433
-111,310
| -72% | -$9.31M | 0.4% | 40 |
|
|
2018
Q3 | $12.8M | Sell |
153,743
-16,725
| -10% | -$1.39M | 1.39% | 20 |
|
|
2018
Q2 | $14.2M | Sell |
170,468
-1,364
| -0.8% | -$114K | 2.26% | 15 |
|
|
2018
Q1 | $14.4M | Buy |
171,832
+11,682
| +7% | +$976K | 2.48% | 11 |
|
|
2017
Q4 | $13.4M | Buy |
+160,150
| New | +$13.4M | 2.55% | 11 |
|